Matthew Zeigler

Managing Director & Private Wealth Advisor

Matt is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications.

Matt’s talent-turned-skill is engaging people empathetically around their unique situations. With an undergraduate degree in music from The University of Hartford and an entrepreneurial background, he brings a unique approach to setting strategy. Prior to Sunpointe, he held multiple positions at Bank of America Merrill Lynch, including most recently, as a Senior Financial Advisor, Portfolio Manager, and First Vice President.

Outside of Sunpointe, Matt lives in Northeastern Pennsylvania with his wife, Val, and their dog, Otis.  Matt’s curiosity streak is well-documented on his popular daily blog, Cultish Creative, along with the number of conferences, publications, and podcasts he regularly writes, speaks, and contributes to.

Your Dedicated Team

At Sunpointe, we translate our deep institutional expertise and behavioral finance insights into actionable strategies tailored to your needs. Our dedicated team of experts is committed to illuminating your financial path and empowering you to achieve your goals.

Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Jack Dwyer

President

CFA®, CAIA

Matthew Zeigler

Managing Director & Private Wealth Advisor

Ryan Heidenreich

Managing Director & Private Wealth Advisor

CFP®

Robert H. Mooney, III

Managing Director & Private Wealth Advisor

CPM®

Angela Pompian

Chief Compliance Officer, Wealth Advisor

Lee Boudouris

Director of Research

CAIA, CIPM

Jocelyn Hillis

Director of Operations

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

CFP®

Shanglin (David) Zou

Financial Analyst

Lisa Kearns

Wealth Management Client Associate

Kevin Kaleta

Wealth Advisor & Portfolio Associate

Kyle Freels

Operations Manager

Kyle Neese

Wealth Advisor & Portfolio Manager

CFA®

Insights

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